Cybersecurity Stocks Targeting 6 Trillion Won Revenue Amid AI Security Demand

CrowdStrike Holdings, Inc. (NASDAQ: CRWD) announced its fiscal 2026 fourth-quarter results, reporting quarterly revenue of $1.31 billion (approximately KRW 1.7 trillion), up 23% year-over-year, and full-year revenue of $4.81 billion (approximately KRW 6.3 trillion), a 22% increase.

Annual recurring revenue (ARR) rose 24% to $5.25 billion (approximately KRW 6.8 trillion), surpassing the $5 billion mark, while fourth-quarter net new ARR totaled $331 million (approximately KRW 430 billion). The company returned to GAAP net income profitability from a year-ago loss and delivered record operating cash flow and free cash flow on both a quarterly and annual basis.

CrowdStrike highlighted the rapid adoption of its AI-powered security products and its subscription-based bundled service Falcon Flex, along with expanded strategic alliances and acquisitions—including with Microsoft. After the quarter closed, the company repurchased approximately $50.6 million (approximately KRW 66 billion) of its common stock and issued guidance for the first quarter and full fiscal 2027, forecasting continued growth in revenue and non-GAAP profitability.

The company also announced plans for Fal.Con Gov 2026, an event for government and public-sector customers; introduced FalconID, a password-less authentication solution designed to thwart AI-driven phishing attacks; and, through a partnership with data-platform provider VAST Data, unveiled a security model that covers the entire AI lifecycle.

In its 2026 Global Threat Report, CrowdStrike warned that attacks fueled by generative AI have surged, reducing average dwell time to about 29 minutes, and stressed the importance of accelerating response times and automating workflows in the AI era.

Headquartered in Austin, Texas, CrowdStrike is a cloud-based cybersecurity company offering endpoint security, threat intelligence, and incident response services, and has expanded its footprint significantly in the U.S. market.

As the spread of generative AI and migration to the cloud broaden attack surfaces, global cybersecurity investment is rising. CrowdStrike and other leading security firms are competing by extending their product portfolios into AI-driven detection and response, identity management, and data security.